Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,070,533
shares
|
$77.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,124,957
shares
|
$42 Million
0.88% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,063,237
shares
|
$39.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
872,717
shares
|
$32.6 Million
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
607,663
shares
|
$22.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
563,347
shares
|
$21 Million
0.44% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
349,162
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
323,301
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
308,229
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
307,740
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
269,310
shares
|
$10.1 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
257,413
shares
|
$9.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
249,394
shares
|
$9.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
242,598
shares
|
$9.06 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
242,162
shares
|
$9.04 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
238,117
shares
|
$8.89 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
233,206
shares
|
$8.71 Million
0.92% of portfolio
|
Q1 2024
Added 138.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
229,961
shares
|
$8.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
227,461
shares
|
$8.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.64%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
224,597
shares
|
$8.39 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
214,822
shares
|
$8.02 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
214,287
shares
|
$8 Million
2.1% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
195,039
shares
|
$7.28 Million
5.02% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,760
shares
|
$6.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
186,035
shares
|
$6.95 Million
0.07% of portfolio
|
Q3 2024
Added 9.63%
|